Aegis Wealth Management LLC Has $4.09 Million Stock Holdings in iShares Russell 2000 ETF $IWM

Aegis Wealth Management LLC raised its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 267.6% in the 3rd quarter, Holdings Channel reports. The firm owned 16,908 shares of the exchange traded fund’s stock after acquiring an additional 12,308 shares during the period. iShares Russell 2000 ETF accounts for approximately 2.2% of Aegis Wealth Management LLC’s holdings, making the stock its 11th largest position. Aegis Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $4,091,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Quaker Wealth Management LLC grew its holdings in shares of iShares Russell 2000 ETF by 211.1% during the 2nd quarter. Quaker Wealth Management LLC now owns 120 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 228 shares during the last quarter. Pingora Partners LLC bought a new position in iShares Russell 2000 ETF in the 2nd quarter valued at approximately $32,000. Beacon Capital Management Inc. acquired a new stake in iShares Russell 2000 ETF in the second quarter valued at approximately $35,000. Pineridge Advisors LLC grew its stake in shares of iShares Russell 2000 ETF by 93.9% during the second quarter. Pineridge Advisors LLC now owns 190 shares of the exchange traded fund’s stock worth $41,000 after buying an additional 92 shares during the last quarter. Finally, IMG Wealth Management Inc. grew its stake in shares of iShares Russell 2000 ETF by 67.7% during the second quarter. IMG Wealth Management Inc. now owns 208 shares of the exchange traded fund’s stock worth $45,000 after buying an additional 84 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of IWM opened at $265.02 on Monday. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $271.60. The stock has a market capitalization of $75.49 billion, a price-to-earnings ratio of 17.69 and a beta of 1.13. The stock has a fifty day moving average of $256.28 and a 200-day moving average of $244.00.

iShares Russell 2000 ETF Company Profile

iShares Russell 2000 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the small-capitalization sector of the United States equity market and includes securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.